Manage tasks with easeLearn More
Create tasks on the fly
For immediate context, tasks are linked to an associated email, document, phone call or meeting note.
Manage your own to-do list
Easy to see what’s on your to-do list. And to make sure high priority tasks don’t get missed.
Complete Jobs more efficiently
Each team can see the tasks outstanding on a Job.
Visualise priorities by client
With the ability to view tasks and priorities by client, you can make sure nothing gets missed.
Visualise priorities by practice
A snapshot of workload and progress gives you a birds eye view of all work across the practice.
Re-think your approach to internal emails
- It’s super easy to delegate a task linked to an email in FYI – without even leaving Outlook.
- Or add a comment to an email or attached docs to share with your team.
- So much more efficient than forwarding emails internally and keeping track of attachments!
Accelerate workflowsLearn More
Speed up document approvals
Review and approve documents quickly and efficiently.
Automate the client signature process
Auto-update document status in FYI and auto-file signed documents - making sure your team is notified.
Make your whole practice more efficient and responsive
The status of every document is there for the whole team to see, making it easy to track progress and identify bottlenecks.
Work with Xero Practice Manager Jobs in FYILearn More
Sync with Xero Practice Manager Jobs
Automatic two-way sync with Xero Practice Manager means you can maintain jobs from within FYI.
Know where every job stands, across your entire team
Every email, document and task related to each job can be accessed from the Job workspace.
Monitor Job progress
View jobs by Partner or Manager, keep track of time spent vs budget and add comments to share with your team.
Manage jobs the super-easy way
Kanban-style job board makes it easy to update jobs and see where bottlenecks might be arising.
Take the pain out of time recordingLearn More
Record time accurately
Select any email, document, phone call record or meeting note to record time in bulk.
Save at least 15 mins per day
Relevant info pre-populates for you – so you can complete time sheets in just a few clicks, with all info syncing back to Xero Practice Manager.
Explore more ways FYI can re-engineer your practice
Manage your documents
With more ways to enhance your productivity than any other platform.
Automate your practice
Automate repetitive tasks and make every second count for more.
Want to see FYI in action?
Book a demo or start a 30-day free trial today.